CI Investments Inc
SAM icon

CI Investments Inc’s Boston Beer SAM Stock Holding History

CI Investments Inc’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17
Closed -$5K – 1293
2024
Q2 		$5K Sell
17
-2
-11% -$573 ﹤0.01% 1232
2024
Q1 		$6K Buy
19
+4
+27% +$1.33K ﹤0.01% 1249
2023
Q4 		$5K Buy
15
+1
+7% +$351 ﹤0.01% 1232
2023
Q3 		$5K Buy
14
+1
+8% +$350 ﹤0.01% 1253
2023
Q2 		$4K Buy
13
+12
+1,200% +$3.86K ﹤0.01% 1269
2023
Q1 		$0 Hold
1
– – ﹤0.01% 1295
2022
Q4 		$0 Hold
1
– – ﹤0.01% 1350
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1352
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1402
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1425
2021
Q4 		$1K Hold
1
– – ﹤0.01% 1243
2021
Q3 		$1K Buy
+1
New +$680 ﹤0.01% 1219
2021
Q1 		– Sell
-505
Closed -$502K – 1051
2020
Q4 		$502K Sell
505
-359
-42% -$345K ﹤0.01% 513
2020
Q3 		$763K Buy
864
+367
+74% +$290K ﹤0.01% 368
2020
Q2 		$267K Buy
+497
New +$241K ﹤0.01% 504

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return